CWC

Carolinas Wealth Consulting Portfolio holdings

AUM $465M
1-Year Est. Return 8.53%
This Quarter Est. Return
1 Year Est. Return
+8.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1 +$6.29M
2 +$4.83M
3 +$3.8M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.97M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.36M

Sector Composition

1 Technology 7.8%
2 Financials 5.2%
3 Communication Services 2.35%
4 Consumer Discretionary 2.35%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$12.4K ﹤0.01%
199
+1
577
$12.4K ﹤0.01%
7,526
-5
578
$12.4K ﹤0.01%
59
579
$12.3K ﹤0.01%
153
580
$12.3K ﹤0.01%
155
581
$12.2K ﹤0.01%
55
582
$12.1K ﹤0.01%
226
583
$11.9K ﹤0.01%
87
584
$11.9K ﹤0.01%
89
585
$11.8K ﹤0.01%
325
+90
586
$11.8K ﹤0.01%
187
587
$11.8K ﹤0.01%
67
588
$11.8K ﹤0.01%
45
589
$11.6K ﹤0.01%
1,099
590
$11.4K ﹤0.01%
292
-2,062
591
$11.3K ﹤0.01%
4,429
592
$10.9K ﹤0.01%
+77
593
$10.9K ﹤0.01%
73
+1
594
$10.8K ﹤0.01%
290
595
$10.7K ﹤0.01%
137
596
$10.7K ﹤0.01%
240
597
$10.7K ﹤0.01%
+250
598
$10.5K ﹤0.01%
955
599
$10.5K ﹤0.01%
83
600
$10.4K ﹤0.01%
386